See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,076 | $80,753-28.1% | $136,294-57.4% | $62,292-6.8% |
| Participation rate | 92.5% | 73.5%+19.0pp | 81.9%+10.6pp | 69.5%+23.0pp |
| Annual return | 16.65% | 35.83%-19.2pp | 5155.94%-5139.3pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,201 | $2,884-58.4% | $4,695-74.4% | $2,042-41.2% |
| Participant deferral / active EE | $5,804 | $5,164+12.4% | $6,247-7.1% | $3,169+83.1% |
| Admin fee / account holder | $122 | $525-76.8% | $9,243-98.7% | $479-74.6% |